Taiwan Semiconductor Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 2, 2026	Stifel	Sahej Singh—	+14.1%	$515	Initiate	Buy
Aug 11, 2026	Bernstein	Mark Li—	+22.7%	$430 → $554	Maintained	Outperform
Jul 27, 2026	Needham	Charles Shi—	+17.4%	$480 → $530	Maintained	Buy
Jul 17, 2026	DA Davidson	Gil Luria—	+10.8%	$450 → $500	Maintained	Buy
Jul 17, 2026	TD Cowen	Krish Sankar—	-2.5%	$400 → $440	Maintained	Hold
Jul 17, 2026	Barclays	Simon Coles—	+44.0%	$625 → $650	Maintained	Overweight
Jul 16, 2026	Susquehanna	Mehdi Hosseini—	+32.9%	$575 → $600	Maintained	Positive
Jun 24, 2026	B of A Securities	——	+30.7%	$490 → $590	Maintained	Buy
Jun 22, 2026	Susquehanna	Mehdi Hosseini—	+27.4%	$500 → $575	Maintained	Positive
Apr 22, 2026	Barclays	Simon Coles—	+4.1%	$450 → $470	Maintained	Overweight
Apr 17, 2026	DA Davidson	Gil Luria—	-0.3%	$450 → $450	Maintained	Buy
Apr 16, 2026	Needham	Charles Shi—	+6.3%	$410 → $480	Maintained	Buy
Feb 13, 2026	DA Davidson	Gil Luria—	-0.3%	$450	Initiate	Buy
Jan 16, 2026	Barclays	Simon Coles—	-0.3%	$380 → $450	Maintained	Overweight
Jan 16, 2026	TD Cowen	Krish Sankar—	-18.0%	$325 → $370	Maintained	Hold
Jan 15, 2026	Needham	Charles Shi—	-9.2%	$360 → $410	Maintained	Buy
Dec 8, 2025	Bernstein	Mark Li—	-26.9%	$290 → $330	Maintained	Outperform
Oct 27, 2025	Needham	Charles Shi—	-20.3%	$360 → $360	Maintained	Buy
Oct 17, 2025	Barclays	Simon Coles—	-21.4%	$330 → $355	Maintained	Overweight
Oct 16, 2025	Needham	Charles Shi—	-20.3%	$270 → $360	Maintained	Buy
Oct 10, 2025	Susquehanna	Mehdi Hosseini—	-11.4%	$300 → $400	Maintained	Positive
Oct 9, 2025	Barclays	Simon Coles—	-26.9%	$325 → $330	Maintained	Overweight
Sep 16, 2025	Barclays	Simon Coles—	-28.0%	$275 → $325	Maintained	Overweight
Jul 17, 2025	Needham	Charles Shi—	-40.2%	$270 → $270	Maintained	Buy
Jul 14, 2025	Susquehanna	Mehdi Hosseini—	-41.3%	$255 → $265	Maintained	Positive

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 2, 2026

Stifel

Sahej Singh—

+14.1%

$515

Initiate

Buy

Aug 11, 2026

Bernstein

Mark Li—

+22.7%

$430 → $554

Maintained

Outperform

Taiwan Semiconductor Manufacturing Co Ltd

Taiwan Semiconductor Market Sentiment

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